Holders — by stockHoldings — by fund
DUDLEY CAPITAL MANAGEMENT, LLC
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0001965760
$250.3M
disclosed book value
147
positions
6.7%
largest position share
Positions, as of 2026-06-30
top 100 of 147 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | AAPLAPPLE INC | 58,173 | $16.8M | 6.7% |
| 2 | NVDANVIDIA CORPORATION | 73,756 | $14.8M | 5.9% |
| 3 | MSFTMICROSOFT CORP | 32,363 | $12.1M | 4.8% |
| 4 | GOOGLALPHABET INC | 32,034 | $11.4M | 4.6% |
| 5 | JNJJOHNSON & JOHNSON | 44,575 | $11.3M | 4.5% |
| 6 | JPMJPMORGAN CHASE & CO | 24,573 | $8.0M | 3.2% |
| 7 | CVXCHEVRON CORPORATION | 42,822 | $7.1M | 2.8% |
| 8 | EXMOCEXXON MOBIL CORP | 46,191 | $6.3M | 2.5% |
| 9 | BRK/BBERKSHIRE HATHAWAY INC DEL | 12,430 | $6.2M | 2.5% |
| 10 | AVGOBROADCOM INC | 15,487 | $5.9M | 2.3% |
| 11 | ABBVABBVIE INC | 22,307 | $5.6M | 2.2% |
| 12 | CSCOCISCO SYS INC | 46,590 | $5.5M | 2.2% |
| 13 | GOOGALPHABET INC | 15,263 | $5.4M | 2.2% |
| 14 | CRWDCROWDSTRIKE HLDGS INC | 5,636 | $4.3M | 1.7% |
| 15 | AMZNAMAZON COM INC | 17,077 | $4.1M | 1.6% |
| 16 | WMTWALMART INC | 31,110 | $3.5M | 1.4% |
| 17 | HDHOME DEPOT INC | 9,930 | $3.5M | 1.4% |
| 18 | IBMINTERNATIONAL BUSINESS MACHS | 12,206 | $3.4M | 1.4% |
| 19 | WMBWILLIAMS COS INC | 43,938 | $3.3M | 1.3% |
| 20 | KOCOCA COLA CO | 39,427 | $3.2M | 1.3% |
| 21 | TSLATESLA INC | 7,306 | $3.1M | 1.2% |
| 22 | VVISA INC | 8,442 | $2.9M | 1.2% |
| 23 | MAMASTERCARD INCORPORATED | 5,522 | $2.8M | 1.1% |
| 24 | KMIKINDER MORGAN INC DEL | 83,468 | $2.7M | 1.1% |
| 25 | MRKMERCK & CO INC | 19,376 | $2.5M | 1% |
| 26 | PMPHILIP MORRIS INTL INC | 13,374 | $2.4M | 1% |
| 27 | NOCNORTHROP GRUMMAN CORP | 4,735 | $2.4M | 1% |
| 28 | BXBLACKSTONE INC | 19,363 | $2.3M | 0.9% |
| 29 | CATCATERPILLAR INC | 2,055 | $2.2M | 0.9% |
| 30 | COSTCOSTCO WHOLESALE CORPORATION | 2,273 | $2.1M | 0.8% |
| 31 | GEGE AEROSPACE | 5,685 | $2.1M | 0.8% |
| 32 | RTXRTX CORPORATION | 10,483 | $2.0M | 0.8% |
| 33 | GPCGENUINE PARTS CO | 16,414 | $1.9M | 0.8% |
| 34 | BPREBLUEROCK PVT REAL ESTATE FD | 143,381 | $1.9M | 0.7% |
| 35 | PGPROCTER & GAMBLE CO | 12,101 | $1.8M | 0.7% |
| 36 | LLYELI LILLY & CO | 1,452 | $1.7M | 0.7% |
| 37 | OKEONEOK INC NEW | 19,184 | $1.7M | 0.7% |
| 38 | METAMETA PLATFORMS INC | 2,955 | $1.7M | 0.7% |
| 39 | PFEPFIZER INC | 68,090 | $1.6M | 0.7% |
| 40 | QCOMQUALCOMM INC | 8,718 | $1.6M | 0.6% |
| 41 | BMYBRISTOL-MYERS SQUIBB CO | 27,476 | $1.6M | 0.6% |
| 42 | JPSTJ P MORGAN EXCHANGE TRADED F | 29,810 | $1.5M | 0.6% |
| 43 | NFLXNETFLIX INC. | 19,865 | $1.4M | 0.6% |
| 44 | BONDPIMCO ETF TR | 15,040 | $1.4M | 0.6% |
| 45 | ACWXISHARES TR | 18,134 | $1.4M | 0.6% |
| 46 | WELLWELLTOWER INC | 5,950 | $1.4M | 0.5% |
| 47 | GDGENERAL DYNAMICS CORP | 3,789 | $1.3M | 0.5% |
| 48 | RSPINVESCO EXCHANGE TRADED FD T | 6,308 | $1.3M | 0.5% |
| 49 | VZVERIZON COMMUNICATIONS INC | 31,281 | $1.3M | 0.5% |
| 50 | VOOVANGUARD INDEX FDS | 1,915 | $1.3M | 0.5% |
| 51 | MOALTRIA GROUP INC | 18,218 | $1.3M | 0.5% |
| 52 | NEMNEWMONT CORP | 13,729 | $1.3M | 0.5% |
| 53 | IBDRISHARES TR | 52,860 | $1.3M | 0.5% |
| 54 | BINCBLACKROCK ETF TRUST II | 23,725 | $1.2M | 0.5% |
| 55 | AUBATLANTIC UN BANKSHARES CORP | 29,321 | $1.2M | 0.5% |
| 56 | GLWCORNING INC | 4,676 | $1.2M | 0.5% |
| 57 | GEVGE VERNOVA INC | 993 | $1.2M | 0.5% |
| 58 | PEPPEPSICO INC | 8,019 | $1.1M | 0.4% |
| 59 | CREDO TECHNOLOGY GROUP HOLDI | 3,831 | $1.0M | 0.4% |
| 60 | IBDSISHARES TR | 41,100 | $995,442 | 0.4% |
| 61 | UNPUNION PAC CORP | 3,645 | $991,440 | 0.4% |
| 62 | TRGPTARGA RES CORP | 3,600 | $965,304 | 0.4% |
| 63 | VRTVERTIV HOLDINGS CO | 2,875 | $962,614 | 0.4% |
| 64 | HDVISHARES TR | 34,544 | $946,844 | 0.4% |
| 65 | IBTHISHARES TR | 39,325 | $879,700 | 0.4% |
| 66 | SBUXSTARBUCKS CORP | 8,317 | $849,886 | 0.3% |
| 67 | ALLALLSTATE CORP | 3,517 | $836,835 | 0.3% |
| 68 | AMTAMERICAN TOWER CORP | 5,050 | $826,036 | 0.3% |
| 69 | IEFAISHARES TR | 8,502 | $821,123 | 0.3% |
| 70 | TFCTRUIST FINL CORP | 16,222 | $808,180 | 0.3% |
| 71 | MEDTRONIC PLC | 10,324 | $807,647 | 0.3% |
| 72 | INTCINTEL CORP | 5,514 | $769,920 | 0.3% |
| 73 | WPCWP CAREY INC | 10,175 | $727,513 | 0.3% |
| 74 | ANETARISTA NETWORKS INC | 4,087 | $694,300 | 0.3% |
| 75 | NOWSERVICENOW INC | 6,974 | $692,379 | 0.3% |
| 76 | ARESARES MANAGEMENT CORPORATION | 6,200 | $690,122 | 0.3% |
| 77 | NBILGRANITESHARES ETF TR | 11,700 | $668,655 | 0.3% |
| 78 | PLTRPALANTIR TECHNOLOGIES INC | 5,570 | $649,852 | 0.3% |
| 79 | INFQINFLEQTION INC | 48,500 | $646,020 | 0.3% |
| 80 | TOTLSSGA ACTIVE ETF TR | 16,265 | $641,980 | 0.3% |
| 81 | EATON CORP PLC | 1,499 | $638,754 | 0.3% |
| 82 | OEFISHARES TR | 1,685 | $616,491 | 0.2% |
| 83 | ADPAUTOMATIC DATA PROCESSING IN | 2,746 | $614,967 | 0.2% |
| 84 | CRMSALESFORCE INC | 3,884 | $608,506 | 0.2% |
| 85 | NEENEXTERA ENERGY INC | 6,618 | $580,862 | 0.2% |
| 86 | TMOTHERMO FISHER SCIENTIFIC INC | 1,084 | $543,234 | 0.2% |
| 87 | VABKVIRGINIA NATL BK CHRLOTSVLE | 11,650 | $517,027 | 0.2% |
| 88 | CLCOLGATE PALMOLIVE CO | 5,501 | $504,332 | 0.2% |
| 89 | OBDCBLUE OWL CAPITAL CORPORATION | 45,970 | $499,694 | 0.2% |
| 90 | AIQGLOBAL X FDS | 7,470 | $490,107 | 0.2% |
| 91 | IGVISHARES TR | 5,132 | $464,959 | 0.2% |
| 92 | SPYSTATE STR SPDR S&P 500 ETF T | 618 | $461,375 | 0.2% |
| 93 | PANWPALO ALTO NETWORKS INC | 1,330 | $453,557 | 0.2% |
| 94 | TAT&T INC | 21,761 | $450,453 | 0.2% |
| 95 | AMGNAMGEN INC | 1,195 | $432,733 | 0.2% |
| 96 | NSCNORFOLK SOUTHN CORP | 1,352 | $425,326 | 0.2% |
| 97 | STRLSTERLING INFRASTRUCTURE INC | 500 | $419,680 | 0.2% |
| 98 | NVONOVO-NORDISK A S | 8,625 | $413,483 | 0.2% |
| 99 | PPGPPG INDS INC | 3,400 | $412,386 | 0.2% |
| 100 | FBTCFIDELITY WISE ORIGIN BITCOIN | 8,033 | $410,085 | 0.2% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.